Freedom Investment Management’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Freedom Investment Management’s Portfolio BSJQ Stock Details BSJQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,177	Closed	-$215K	–	758
2024 Q3	$215K	Sell	9,177 -229	-2%	-$5.33K	0.02%	696
2024 Q2	$217K	Buy	+9,406	New	+$217K	0.02%	694
2022 Q1	–	Sell	-39,938	Closed	-$1.02M	–	800
2021 Q4	$1.02M	Buy	+39,938	New	+$1.02M	0.08%	340

Other funds holding BSJQ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Freedom Investment Management's BSJQ Position: Q4 2024 in Review

Freedom Investment Management sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q4 2024, closing a stake of 9,177 shares — an estimated $215K sold.

Freedom Investment Management first reported a position in BSJQ in Q4 2021 and held it in 3 quarters. The position peaked at $1.02M in Q4 2021. 160 funds tracked by Wall St. Rank hold BSJQ as of Q4 2024.

Freedom Investment Management reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Freedom Investment Management sold 9,177 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q4 2024, an estimated $215K.
Freedom Investment Management first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q4 2021 and held it in 3 quarters.
Freedom Investment Management's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $1.02M in Q4 2021.
160 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q4 2024.

Based on Freedom Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.